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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,707 | $90,486-87.1% | $78,676-85.1% | $273,972-95.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.09% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,971 | $3,175-37.9% | $2,850-30.8% | $4,869-59.5% |
| Participant deferral / active EE | $4,643 | $3,901+19.0% | $3,517+32.0% | $5,287-12.2% |
| Admin fee / account holder | $11,139 | $5,263+111.6% | $4,510+147.0% | $10,133+9.9% |